Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FBT 3.41%
2 EASI 2.69%
3 FTXH 2.44%
4 JSMD 2.22%
5 GNRX 2.22%
6 BBH 1.84%
7 SAEF 1.78%
8 FXH 1.69%
9 HTEC 1.69%
10 RSPH 1.67%
11 RYH 1.44%
12 PSET 1.22%
13 EQUL 1.21%
14 SMCO 1.17%
15 IBB 0.98%
16 QMID 0.91%
17 SZNE 0.79%
18 SPHB 0.78%
19 BMED 0.72%
20 HIBL 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.10M (12.07%) -5.02K
Decreased by -0.08%
Sep 30, 24
2 BlackRock Inc 5.09M (10.07%) -83.77K
Decreased by -1.65%
Jun 30, 24
3 Wellington Management Company LLP 3.74M (7.40%) 3.74M
Increased by +99.93%
Sep 30, 24
4 State Street Corp 2.13M (4.21%) 41.42K
Increased by +1.94%
Sep 30, 24
5 State Street Corporation 2.09M (4.14%) 34.33K
Increased by +1.64%
Mar 31, 24
6 Kayne Anderson Rudnick Investment Management LLC 1.94M (3.84%) 30.84K
Increased by +1.59%
Sep 30, 24
7 Allspring Global Investments Holdings, LLC 1.76M (3.48%) 509.16K
Increased by +28.92%
Sep 30, 24
8 Geode Capital Management, LLC 1.22M (2.41%) 1.63K
Increased by +0.13%
Sep 30, 24
9 Meritage Group LP 1.19M (2.34%) 2.51K
Increased by +0.21%
Sep 30, 24
10 ClearBridge Advisors, LLC 1.09M (2.16%) -277.51K
Decreased by -25.44%
Sep 30, 24
11 Eminence Capital LLC 1.00M (1.99%) 1.00M
Increased by +100.00%
Sep 30, 24
12 Earnest Partners LLC 981.42K (1.94%) -23.07K
Decreased by -2.35%
Sep 30, 24
13 Bank of America Corp 974.73K (1.93%) 85.56K
Increased by +8.78%
Jun 30, 24
14 Mackenzie Investments 971.27K (1.92%) 42.11K
Increased by +4.34%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 963.55K (1.91%) 93.43K
Increased by +9.70%
Jun 30, 24
16 FMR Inc 905.36K (1.79%) 13.03K
Increased by +1.44%
Sep 30, 23
17 Ariel Investments, LLC 897.69K (1.78%) -8.45K
Decreased by -0.94%
Sep 30, 24
18 Amvescap Plc. 883.02K (1.75%) -112.89K
Decreased by -12.78%
Sep 30, 24
19 Marshall Wace Asset Management Ltd 825.90K (1.63%) 163.06K
Increased by +19.74%
Jun 30, 24
20 Montrusco Bolton Investments Inc 722.09K (1.43%) -133.30K
Decreased by -18.46%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Health Care Inv 1.87M (3.70%) 1.87M
Increased by +100.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.63M (3.23%) -5.61K
Decreased by -0.34%
Oct 31, 24
3 Allspring Special Mid Cap Value Inst 1.47M (2.91%) 75.90K
Increased by +5.16%
Oct 31, 24
4 Allspring Special US Mid Cap Value Eq 1.40M (2.76%) 361.30K
Increased by +25.88%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 1.37M (2.71%) 15.80K
Increased by +1.16%
Oct 31, 24
6 Vanguard Small Cap Index 1.30M (2.56%) 2.55K
Increased by +0.20%
Oct 31, 24
7 Allspring Mid Value SMA 1.03M (2.05%) 1.03M
Increased by +99.99%
Jun 30, 24
8 Vanguard Windsor Investor Shares 943.94K (1.87%) 943.94K
Increased by +100.00%
Sep 30, 24
9 Vanguard Small Cap Growth Index Inv 710.34K (1.41%) -3.73K
Decreased by -0.53%
Oct 31, 24
10 Invesco S&P 500® Equal Weight ETF 691.53K (1.37%) 5.18K
Increased by +0.75%
Nov 27, 24
11 Fidelity 500 Index 634.70K (1.26%) 82.00
Increased by +0.01%
Sep 30, 24
12 SPDR® S&P 500® ETF Trust 634.43K (1.26%) -3.48K
Decreased by -0.55%
Nov 27, 24
13 SPDR® S&P 500 ETF Trust 600.84K (1.19%) -1.29K
Decreased by -0.21%
Apr 30, 24
14 Fidelity® 500 Index 597.45K (1.18%) 3.80K
Increased by +0.64%
Nov 30, 23
15 Vanguard Mid Cap Index Institutional 582.84K (1.15%) -385.00
Decreased by -0.07%
Nov 30, 23
16 iShares Core S&P 500 ETF 582.60K (1.15%) 1.83K
Increased by +0.31%
Nov 27, 24
17 BlackRock Mid-Cap Growth Equity Instl 547.36K (1.08%) -114.71K
Decreased by -20.96%
Jul 31, 24
18 T. Rowe Price Mid-Cap Value 437.83K (0.87%) -170.18K
Decreased by -38.87%
Mar 31, 24
19 T. Rowe Price US Mid-Cap Value Equity 437.83K (0.87%) -170.18K
Decreased by -38.87%
Mar 31, 24
20 Canada Life US Small-Mid Cap Growth A 417.91K (0.83%) 0.00
Increased by 0.00%
Aug 31, 24